See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,756 | $105,181-60.3% | $159,436-73.8% | $85,850-51.4% |
| Participation rate | 39.0% | 75.8%-36.8pp | 82.8%-43.9pp | 69.3%-30.4pp |
| Annual return | 16.47% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,122 | $5,945-47.5% | $7,352-57.5% | $3,952-21.0% |
| Admin fee / account holder | $11,129 | $6,933+60.5% | $10,799+3.1% | $6,260+77.8% |